Filing Research | AHR - AMERICAN HEALTHCARE REIT INC Institutional Holdings

Snapshot holdings

50 / 119 loaded

#		Instrument	quantity
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	188.6KSH	$9.8M
2	EASTERLY INVESTMENT PARTNERS LLC	Shares	175.2KSH	$9.1M
3	Merit Financial Group, LLC	Shares	164.9KSH	$8.6M
4	INDEPENDENT FINANCIAL GROUP, LLC	Shares	110.8KSH	$5.8M
5	Y-Intercept (Hong Kong) Ltd	Shares	91.0KSH	$4.7M
6	First American Bank	Shares	86.2KSH	$4.5M
7	Police & Firemen's Retirement System of New Jersey	Shares	85.7KSH	$4.5M
8	Dynamic Advisor Solutions LLC	Shares	80.3KSH	$4.2M
9	Harbour Capital Advisors, LLC	Shares	70.6KSH	$3.8M
10	RFG Advisory, LLC	Shares	63.9KSH	$3.3M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	58.8KSH	$3.1M
12	Louisiana State Employees Retirement System	Shares	56.4KSH	$2.9M
13	E. Ohman J:or Asset Management AB	Shares	55.7KSH	$2.9M
14	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	47.4KSH	$2.5M
15	J.W. COLE ADVISORS, INC.	Shares	41.6KSH	$2.2M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	34.7KSH	$1.9M
17	Prospera Financial Services Inc	Shares	31.8KSH	$1.7M
18	IFM Investors Pty Ltd	Shares	31.3KSH	$1.6M
19	Legacy Wealth Asset Management, LLC	Shares	27.8KSH	$1.5M
20	Fortis Group Advisors, LLC	Shares	27.3KSH	$1.4M
21	PETRA FINANCIAL ADVISORS INC	Shares	25.6KSH	$1.3M
22	Farther Finance Advisors, LLC	Shares	25.4KSH	$1.3M
23	PVG ASSET MANAGEMENT CORP	Shares	19.2KSH	$1.0M
24	Sequoia Financial Advisors, LLC	Shares	18.7KSH	$975.3K
25	Spire Wealth Management	Shares	18.1KSH	$942.2K
26	Strategic Blueprint, LLC	Shares	17.0KSH	$886.4K
27	Advisory Resource Group	Shares	15.9KSH	$830.0K
28	SECURIAN ASSET MANAGEMENT, INC	Shares	14.2KSH	$812.4K
29	Accel Wealth Management	Shares	15.5KSH	$806.1K
30	Robeco Institutional Asset Management B.V.	Shares	15.4KSH	$800.6K
31	Vanderbilt University	Shares	15.2KSH	$794.0K
32	Selective Wealth Management, Inc.	Shares	13.1KSH	$750.4K
33	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	14.0KSH	$730.4K
34	Gallacher Capital Management LLC	Shares	12.7KSH	$664.1K
35	PEAK FINANCIAL ADVISORS LLC	Shares	12.5KSH	$649.8K
36	Cambridge Financial Group, LLC	Shares	12.0KSH	$625.4K
37	HMS Capital Management, LLC	Shares	11.8KSH	$615.6K
38	Envestnet Portfolio Solutions, Inc.	Shares	11.7KSH	$610.2K
39	Ballentine Partners, LLC	Shares	10.5KSH	$549.8K
40	Accurate Wealth Management, LLC	Shares	10.1KSH	$538.4K
41	Fulcrum Equity Management	Shares	9.9KSH	$516.8K
42	VVR Holdings LLC	Shares	9.7KSH	$506.2K
43	Lifestyle Asset Management, Inc.	Shares	9.5KSH	$494.5K
44	IFP Advisors, Inc	Shares	9.2KSH	$479.0K
45	Golden State Wealth Management, LLC	Shares	9.2KSH	$477.7K
46	BENJAMIN EDWARDS INC	Shares	9.1KSH	$474.7K
47	Apollon Wealth Management, LLC	Shares	8.8KSH	$458.3K
48	SHEETS SMITH WEALTH MANAGEMENT	Shares	8.5KSH	$443.1K
49	EXCHANGE TRADED CONCEPTS, LLC	Shares	8.5KSH	$442.6K
50	Castleview Partners, LLC	Shares	8.5KSH	$442.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 129 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+91.0K	+$4.7M	$4.7M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+63.8K	+$3.9M	$9.8M
3	RFG Advisory, LLC added	Shares	+58.6K	+$3.1M	$3.3M
4	E. Ohman J:or Asset Management AB new	Shares	+55.7K	+$2.9M	$2.9M
5	J.W. COLE ADVISORS, INC. new	Shares	+41.6K	+$2.2M	$2.2M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+36.8K	+$2.2M	$4.5M
7	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+359	+$919.7K	$9.1M
8	Merit Financial Group, LLC trimmed	Shares	-3.1K	+$675.0K	$8.6M
9	Gallacher Capital Management LLC new	Shares	+12.7K	+$664.1K	$664.1K
10	First American Bank added	Shares	+3.6K	+$598.7K	$4.5M
11	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+7.1K	+$573.0K	$2.5M
12	Vanderbilt University added	Shares	+9.7K	+$533.0K	$794.0K
13	Louisiana State Employees Retirement System added	Shares	+5.0K	+$517.2K	$2.9M
14	Harbour Capital Advisors, LLC trimmed	Shares	-615	+$380.8K	$3.8M
15	Dynamic Advisor Solutions LLC trimmed	Shares	-943	+$356.4K	$4.2M
16	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+1.2K	+$350.8K	$3.1M
17	Pacific Excel Wealth Advisors, Inc. new	Shares	+6.2K	+$325.3K	$325.3K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.6K	+$266.8K	$1.9M
19	IFM Investors Pty Ltd added	Shares	+2.2K	+$260.0K	$1.6M
20	FLC Capital Advisors new	Shares	+3.9K	+$203.2K	$203.2K
21	SECURIAN ASSET MANAGEMENT, INC added	Shares	+1.1K	+$195.6K	$812.4K
22	Franchise GP Ltd added	Shares	+3.3K	+$178.0K	$252.3K
23	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-8.1K	+$169.2K	$5.8M
24	IFP Advisors, Inc added	Shares	+2.4K	+$161.0K	$479.0K
25	PETRA FINANCIAL ADVISORS INC added	Shares	+228	+$138.3K	$1.3M
26	Sequoia Financial Advisors, LLC added	Shares	+899	+$135.7K	$975.3K
27	Legacy Wealth Asset Management, LLC trimmed	Shares	-551	+$112.8K	$1.5M
28	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+2.0K	+$111.8K	$182.5K
29	PVG ASSET MANAGEMENT CORP unchanged	Shares	0	+$109.3K	$1.0M
30	BENJAMIN EDWARDS INC added	Shares	+1.2K	+$101.5K	$474.7K
31	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.0K	+$91.7K	$442.6K
32	Selective Wealth Management, Inc. unchanged	Shares	0	+$91.2K	$750.4K
33	Spire Wealth Management trimmed	Shares	-2	+$90.1K	$942.2K
34	Independence Bank of Kentucky new	Shares	+1.6K	+$82.6K	$82.6K
35	Brookstone Capital Management added	Shares	+871	+$80.2K	$408.9K
36	Advisory Resource Group unchanged	Shares	0	+$79.4K	$830.0K
37	Accel Wealth Management added	Shares	+6	+$77.4K	$806.1K
38	Robeco Institutional Asset Management B.V. unchanged	Shares	0	+$76.6K	$800.6K
39	Ninety One UK Ltd added	Shares	+748	+$74.0K	$405.2K
40	SCHNIEDERS CAPITAL MANAGEMENT, LLC. unchanged	Shares	0	+$69.9K	$730.4K
41	PEAK FINANCIAL ADVISORS LLC added	Shares	+60	+$65.0K	$649.8K
42	PFG Investments, LLC added	Shares	+682	+$64.2K	$335.1K
43	Curated Wealth Partners LLC new	Shares	+42.3K	+$61.9K	$61.9K
44	Cambridge Financial Group, LLC unchanged	Shares	0	+$59.8K	$625.4K
45	First Heartland Consultants, Inc. added	Shares	+638	+$59.8K	$310.6K
46	Ballentine Partners, LLC added	Shares	+144	+$59.4K	$549.8K
47	Saxony Capital Management, LLC added	Shares	+601	+$56.9K	$298.6K
48	Fortis Group Advisors, LLC added	Shares	+77	+$55.3K	$1.4M
49	HMS Capital Management, LLC trimmed	Shares	-115	+$53.5K	$615.6K
50	Fulcrum Equity Management added	Shares	+4	+$49.6K	$516.8K

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